Download The Estate Planner

Below is a brief glance of what you'll find in the May/June 2023 issue of The Estate Planner.

• SECURE 2.0 provides a boost to your retirement and estate plans
• Update your will with a codicil
• Providing for your children: Should you use one trust or separate trusts?
• Estate Planning Red Flag: You revised your will by hand

For more information, please contact a Shumaker attorney in any of these service lines:

Wealth Strategies
Corporate, Tax and Transactions